ক্রিপ্টো আইপিও উত্থান

ওয়ালস্ট্রিটের সেই ফুসফুসানি

এটি ‘শুধুমাত্র’ �কটি आवाज़ थे, तब से बड़ी ध्वनि हो गया। कभी सर्कल के IPO \(31 में हुआ, कुछ ही दिनों में \)115 पर पहुँचा। क्रिपটোকালচালনা कম, सমগ্‌রপথ -

This Isn’t Just Hype

আমি 2023-24-এ Python-এ AI-অপটিমাইজড models-এর مدلینگ کরছি। But nothing prepared me for this: the market is no longer asking if crypto belongs on Wall Street—it’s already here.

The New Rules: How Companies Are Playing the Game Now

Traditional IPOs: Circle did it right—solid revenue (over \(17B), transparent reserves (99% from USDC interest), and regulatory clarity via the GENIUS Act. SPACs: Tether-backed Twenty One Capital used one to land on Nasdaq with \)36B in BTC tucked away—becoming one of only three companies globally with more Bitcoin than Tesla. Reverse Mergers: Tron using SRM? Brilliantly risky—but brilliant enough to make headlines worldwide. Crypto Treasury Strategy: DeFi Development now holds 600k+ SOL; Nano Labs plans a $10B BNB fund. These aren’t jokes—they’re balance sheet plays backed by hard data. Each path reflects a deeper truth: compliance + narrative + tokenomics = market credibility.

What This Means for You (Yes, You)

If you’re an investor who once thought “crypto” meant only buying ETH or BTC… wake up. Your portfolio might already be exposed without realizing it—through Robinhood (20% crypto revenue), Block (Square), or even BlackRock ETFs indirectly tied via liquidity providers. And if you’re skeptical? Good. That means you’re thinking like me: not chasing trends but analyzing systems. Here’s my framework:

🔹 Is there actual revenue? Not just ‘we hold digital assets.’ 🔹 Are they audited? Independent validators matter more than whitepapers now. 🔹 Can they survive regulation changes? The SEC isn’t asleep anymore—and neither should you be. The best investments aren’t those trending—they’re those surviving storms with clean books and real users.

The Long Game Ahead: Stability vs Speculation?

The market is learning what we analysts always knew: not all ‘crypto stocks’ deserve attention equally. The winners will be those blending innovation with discipline—the ones whose growth isn’t built on hope alone but on verifiable usage metrics and sustainable economic models. In short: get ready for volatility—but also for validation.